Chapel Hill, NCCIK 17862414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 238.6K | $40.07M | 20.1% | −2.8K | Reduced |
| 2 | Ishares Tr | 36.5K | $24.97M | 12.5% | +156 | Added |
| 3 | Vanguard Tax-Managed Fds | 263.5K | $16.46M | 8.3% | +5.3K | Added |
| 4 | Select Sector Spdr Tr |
| 95.4K |
| $14.77M |
| 7.4% |
| +2.4K |
| Added |
| 5 | Fidelity Covington Trust | 534.0K | $13.23M | 6.6% | +11.8K | Added |
| 6 | Ishares Tr | 42.0K | $5.85M | 2.9% | −937 | Reduced |
| 7 | Apple Inc | 20.1K | $5.47M | 2.7% | +488 | Added |
| 8 | Alphabet Inc | 15.8K | $4.94M | 2.5% | +706 | Added |
| 9 | Microsoft Corp | 10.0K | $4.82M | 2.4% | +253 | Added |
| 10 | Schwab Strategic Tr | 159.3K | $4.79M | 2.4% | +117 | Added |
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